Branch Relationship Manager

Job Description

Position

BRM

No. of Positions

Department

CAT

Function

Reporting to

Territory Manager- CAT Elite

Band

4A

Location

Comp.

As per market compensation

Key Responsibilities:

Maintain Customer Relationship

• Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication
• Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

• Track Segmented product based campaigns including GLIP, SWP, FWP and others
• Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

• Keep records of customer interactions, process customer accounts and file documents
• Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions
• Perform random follow-ups to ensure customer satisfaction and query resolution
• Provide accurate, valid and complete information by using the right methods/tools

Growth & Planning

• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Measure of Success:

Maintain Customer Relationship

• Ensure clients’ particular needs and the extent of present coverage and investments are appropriate
• Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

• Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

• Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

• Sustain customer acquisition and revenue growth objectives

Essential qualifications and experience:

• Graduate
• Minimum 6 Years of the experience in sales verticals dealing with HNI customers

Competence required:

Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams